See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,746 | $100,852-39.8% | $90,404-32.8% | $158,922-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.56% | 1724.20%-1700.6pp | 1293.02%-1269.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $403 | $3,689-89.1% | $3,262-87.7% | $4,761-91.5% |
| Participant deferral / active EE | $1,798 | $4,348-58.6% | $3,963-54.6% | $5,982-69.9% |
| Admin fee / account holder | $183 | $6,501-97.2% | $5,611-96.7% | $11,246-98.4% |